Senior Client Service Associate, Financial Advisory Support

Raymond James; Fort Lauderdale (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Raymond James is seeking a Senior Registered Client Service Associate in Fort Lauderdale to support Financial Advisors and their clients. You will manage high-volume client inquiries, scheduling, quotes, and meetings across multiple channels, and help with onboarding and documentation.

Ideal candidates have 5+ years in financial services, SIE, Series 7, and 63/65/66 licenses as required, with strong CRM and Excel skills.

Qualifications

• High School diploma or equivalent required.
• 5+ years of financial services industry service experience preferred.
• FINRA licenses SIE, Series 7, and Series 63/65/66 as required by state.

Responsibilities

• Serve as first point of contact for high-volume client inquiries and meetings.
• Assist Financial Advisors with onboarding, reports, and client documentation.
• Support marketing efforts and create reports to improve team efficiency.

Skills

CRM software

Excel

Communication

Education

High School diploma or equivalent

Tools

CRM software

Job description

Raymond James is seeking a Senior Registered Client Service Associate in Fort Lauderdale to support Financial Advisors and their clients. You will manage high-volume client inquiries, scheduling, quotes, and meetings across multiple channels, and help with onboarding and documentation.

Ideal candidates have 5+ years in financial services, SIE, Series 7, and 63/65/66 licenses as required, with strong CRM and Excel skills.